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Private Client Services

Business executives as well as families with substantial wealth face a variety of challenges in
managing, maintaining, and growing their assets. Life cycle changes that occur within these families
can have wide reaching impact and requires careful financial planning at all stages. We assist our
clients with sophisticated tax consulting and other services that address the finance and tax needs of
business executives and high net worth individuals and their families.

Our Mission

The Private Client & Tax Advisory Services group was created to serve the needs
of our private clients, including high net worth individuals, their business interests
and family foundations. Our professionals have decades of experience, and can
provide a broad, comprehensive range of services to you, your family and closely held
businesses in all areas of personal planning (including business succession planning,
charitable planning, estate planning and retirement planning).

Our knowledge and expertise enables us to create innovative and effective solutions
to your planning needs. Our services can help you to protect your family wealth for
generations providing the opportunity to secure your financial security and pass your
wealth to future generations and/or realize charitable visions.

In addition to our planning services, we are proficient in all areas of tax compliance.
We are on the leading edge of new tax laws and proposed changes and proactively
work with our clients to minimize the impact and maximize the benefits. We provide
comprehensive professional tax compliance services to our clients in all aspects of
their lives, from individual and business tax to gifting, trusts, and estate returns.

Beyond tax planning and compliance, our professionals draw from a wide array of
expertise that allows us to service our clients in many supplemental matters. We can
help executors and trustees through the estate and trust administration services we
provide to fiduciaries. We can also help you manage your personal, financial, business
and charitable endeavors through our family office and not-for-profit services and
can help you manage multigenerational family issues by serving as a bridge between
generations to help insure that your values and visions are maintained.